IVLU vs WDMF

  • IVLU
  • WDMF

IVLU and WDMF hold at least 734 companies between them. 126 are in both, and 17% of each fund is the same companies.

In both · 17%IVLU only · 83%

Side by side

FundiSharesiShares
Asset classInternational sharesInternational shares
Fee a year0.25%0.35%
Fund size$28.0m$154.0m
Holdings408493
1Y price return--+8.1%
Distribution yieldNot yet3.37%
Look-through coverage99.6%99.3%

Return, last year

change since the start
share of each fund
  • IVLU
  • WDMF
  • MU MICRON TECHNOLOGY INCIn all 2IVLU16.3%WDMF1.1%
  • NVDA NVIDIA CORPIn 1 of 2IVLUnot heldWDMF5.7%
  • AAPL APPLE INCIn 1 of 2IVLUnot heldWDMF5.1%
  • MSFT MICROSOFT CORPIn 1 of 2IVLUnot heldWDMF3.9%
  • GOOG ALPHABET INC-CIn 1 of 2IVLUnot heldWDMF3.5%

and 724 more companies the funds hold

How alike they are

Keep going

See IVLU + WDMF as one portfolioEvery company, where you'd own it twiceWhat moved IVLU this monthIts biggest gains and falls, by company